Q2 2020 13F Holders as of 6/30/2020
-
Type / Class
-
Equity / US S CAP QTY DIV
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Number of holders
-
50
-
Total 13F shares, excl. options
-
1.37M
-
Shares change
-
+71.9K
-
Total reported value, excl. options
-
$41.3M
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Value change
-
+$2.86M
-
Number of buys
-
18
-
Number of sells
-
-29
-
Price
-
$30.03
Significant Holders of WISDOMTREE TR - US S CAP QTY DIV (DGRS) as of Q2 2020
61 filings reported holding DGRS - WISDOMTREE TR - US S CAP QTY DIV as of Q2 2020.
WISDOMTREE TR - US S CAP QTY DIV (DGRS) has 50 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.37M shares
.
Largest 10 shareholders include Linscomb & Williams, Inc. (303K shares), MORGAN STANLEY (166K shares), Private Wealth Strategies, L.L.C. (138K shares), Adams Chetwood Wealth Management LLC (87.5K shares), BANK OF AMERICA CORP /DE/ (66.7K shares), LVM CAPITAL MANAGEMENT LTD/MI (64.4K shares), COMMONWEALTH EQUITY SERVICES, LLC (58.2K shares), LPL Financial LLC (52.5K shares), RAYMOND JAMES & ASSOCIATES (50.9K shares), and HighTower Advisors, LLC (43.9K shares).
This table shows the top 50 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.